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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,936 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY7 years Service code 49 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,892 | $65,246-55.7% | $98,716-70.7% | $67,986-57.5% |
| Participation rate | 84.3% | 51.4%+32.9pp | 69.3%+15.0pp | 57.2%+27.1pp |
| Annual return | 15.61% | 20.58%-5.0pp | 31.81%-16.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $148 | $1,042-85.8% | $2,279-93.5% | $2,019-92.7% |
| Participant deferral / active EE | $4,171 | $2,594+60.8% | $4,048+3.0% | $3,358+24.2% |
| Admin fee / account holder | $17 | $4,561-99.6% | $8,703-99.8% | $3,203-99.5% |